WealthEngine

Written for financial professionals, this WealthEngine white paper seeks to:

1. explore the business development value of understanding the complete wealth and demographic profile of your clients and prospective clients,
2. offer considerations for more efficient methods of prospecting and,
3. introduce effective prospecting tools.

This paper helps readers understand how wealth intelligence—asset, lifestyle and demographic profiles—strengthens client relationships, up sell/cross sell opportunities and prospecting success. Authored by financial marketing consultant and former Fidelity Investments and Bank of America marketing executive, Jeff Briskin, includes trend data on the advisory landscape from a number of industry studies. It also explores how high net worth individuals might make advisor selections and why they might consider changing advisory relationships.

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